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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: SecularBull who wrote (36343)	4/2/1998 11:12:00 AM
From: Peter W	Read Replies (6) of 176387

All, from briefing.com ... Dell Computer Corp. (DELL) 68 7/16 -1/16: Piper Jaffray initiates coverage of direct marketer of PCs with "strong buy" and a 12-month price target of $100; expects unit growth of 15% sequentially and 64% year-over-year to 1.6 mln in Q1; transition problems at Compaq should enable DELL to capitalize and pick-up market share; also, revenue and earnings trajectory to be sustained by shift in product mix to server/workstations, allowing gross margins to stabilize from price pressures elsewhere..... Compare with ... Compaq Computer Corp. (CPQ) 25 5/8 -1/8: Piper Jaffray initiates coverage of computer maker with "neutral" and a 12-month price target of $38; sees no sequential unit growth until later this year, while inventory build-up will results in market share loss; inability to smoothly transition to 100 MHz platform will weaken server/workstation offerings; and the integration of Digital Equipment carries risk..... Gateway 2000 Inc. (GTW) 46 9/16 -1/8: Piper Jaffray initiates coverage of direct marketer of PCs with "neutral" and a 12-month price target of $50; thinks price compression in PC market could hurt company as well as retrenchment from the large corporate market limits product mix enrichment; also, stock is trading at upper end of historical range as measured by its relative and absolute P/E multiple.....

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